Samuel A. Gonzalez Rodriguez Retirement Plan Trust — Form 5500 plan (Samuel A. Gonzalez Rodriguez)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Samuel A. Gonzalez Rodriguez Retirement Plan Trust is a benefit plan reported by Samuel A. Gonzalez Rodriguez under EIN 66-0728008 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $269,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samuel A. Gonzalez Rodriguez
- EIN
- 66-0728008
- Plan number
- 001
- Plan type
- 2
- Location
- Guayama, PR
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $269,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241004102033NAL0020217104001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $269,481
- Total liabilities (EOY)
- $55,620
- Net assets (EOY)
- $213,861
- Net assets (BOY)
- $176,821
Income & contributions
- Total income / additions
- $37,040
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $37,040
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.